Investment Portfolio Dashboard

Investment Portfolio Dashboard

Track and monitor your investments by different countries, asset classes and rating groups. This simple to use exploratory dashboard can give you a quick sense of the rate of return, investment distribution and portfolio risk associated with your investment choices. Trend of yearly investments, distribution of asset classes, and investment concentration in different countries are some key things which are readily available.

See Live Dashboard Get a license of FusionCharts

This sample dashboard is built using FusionCharts Suite XT, which needs a license for commercial use.

Key features

  • Monitor your investment amount, number of investments and rate of return.
  • Explore investments by countries, rating groups and asset classes.
  • Track the trend of yearly total investment.
  • Know the investment concentration by asset class or rating group.
  • See the distribution of asset class by profit and market value.

How to get started with this dashboard

Environment Setup
  1. Make sure you have Node JS >= 8.10 and npm >= 5.6 and Angular is installed on your machine
Project Files Setup
  1. Create a folder and extract the zip
  2. Navigate to the extracted folder in terminal
  3. Install the dependencies by running the following command npm install or npm i
Building and running the dashboard
  1. Launch the server using the follwing command - npm start, or ng serve --baseHref=/demos/dashboards/investment-portfolio/
  2. Open the browser and visit URL http://localhost:4200

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